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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
501
Kingsview Wealth Management
Oregon
$233K -$14.4K -49 -7%
KCM
502
Kendall Capital Management
Maryland
$233K +$204K +693 New
GA
503
Goldstein Advisors
Wisconsin
$232K -$5.31K -18 -3%
QCM
504
QRG Capital Management
Illinois
$232K -$14.4K -49 -7%
CQS
505
Credential Qtrade Securities
$229K -$15.6K -53 -7%
QEI
506
QSV Equity Investors
Illinois
$228K +$200K +678 New
FCI
507
Financial Counselors Inc
Kansas
$226K +$198K +673 New
Kovitz Investment Group Partners
508
Kovitz Investment Group Partners
Illinois
$226K +$198K +672 New
MOS
509
MGO One Seven
Ohio
$225K -$49.2K -167 -20%
OWA
510
One Wealth Advisors
California
$223K +$195K +663 New
GBT
511
Grove Bank & Trust
Florida
$221K -$15.6K -53 -7%
DWT
512
Dorsey & Whitney Trust
South Dakota
$221K -$51K -173 -21%
FAB
513
First American Bank
Illinois
$220K +$193K +654 New
NGA
514
Naples Global Advisors
Florida
$218K +$191K +649 New
BC
515
Bridgefront Capital
Texas
$218K +$191K +648 New
NS
516
NBC Securities
Alabama
$217K -$31.8K -108 -15%
JSW
517
Journey Strategic Wealth
New Jersey
$214K +$188K +637 New
CAG
518
Csenge Advisory Group
Florida
$213K +$187K +633 New
TFA
519
Trinity Financial Advisors
Ohio
$211K +$185K +627 New
NRD
520
Nebula Research & Development
New York
$209K -$719K -2,439 -80%
RCAG
521
Rehmann Capital Advisory Group
Michigan
$208K +$182K +618 New
FTDI
522
First Trust Direct Indexing
Massachusetts
$205K +$180K +610 New
SFA
523
Sequoia Financial Advisors
Ohio
$204K +$179K +608 New
KFI
524
Key Financial Inc
Pennsylvania
$203K
OWA
525
Opal Wealth Advisors
New York
$202K +$177K +600 New